Kate Stannard
Wealth Management Specialist – Strategy Delivery and content creation
Drawing on 20 years of wealth management and asset management experience, I connect people with ideas, and people with people, gently nudging behaviour towards financial sovereignty and contentment with old-fashioned empathy and education.
I hold a Business Science degree from UCT, with honours in finance and economics, and I am FAIS registered and hold an RE 5.
I am delighted by the increased consciousness in the financial services industry and have completed “Understanding Responsible Investment” by the PRI. Sustainable investing is close to my heart.
Curiosity in our outer and inner worlds shapes my thinking, and a love of people is what drives me. I write for the Focus on topics or themes I find interesting or relevant.
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